V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.63B
AUM Growth
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$210K ﹤0.01%
2,640
702
$210K ﹤0.01%
+6,189
703
$209K ﹤0.01%
2,420
-627
704
$209K ﹤0.01%
34,210
+1,825
705
$208K ﹤0.01%
10,800
-798
706
$208K ﹤0.01%
+8,352
707
$208K ﹤0.01%
3,541
-661
708
$208K ﹤0.01%
1,154
-252
709
$207K ﹤0.01%
+3,930
710
$207K ﹤0.01%
+1,705
711
$207K ﹤0.01%
3,961
-1,130
712
$206K ﹤0.01%
15,658
+614
713
$205K ﹤0.01%
+3,436
714
$204K ﹤0.01%
+4,974
715
$203K ﹤0.01%
+2,243
716
$203K ﹤0.01%
27,664
-12,911
717
$202K ﹤0.01%
1,747
-284
718
$201K ﹤0.01%
+1,931
719
$201K ﹤0.01%
+897
720
$200K ﹤0.01%
1,148
-106
721
$194K ﹤0.01%
17,853
+3,082
722
$193K ﹤0.01%
12,651
-5,600
723
$188K ﹤0.01%
15,877
-3,035
724
$187K ﹤0.01%
18,218
+2,001
725
$184K ﹤0.01%
11,954
+1,297
27 28
29
30 31